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Fortune Financial Advisors’s Southwest Airlines LUV Stock Holding History

Fortune Financial Advisors’s Portfolio LUV Stock Details LUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-15,132
Closed -$437K – 134
2023
Q4 		$437K Sell
15,132
-858
-5% -$22.3K 0.31% 81
2023
Q3 		$433K Sell
15,990
-79
-0.5% -$2.58K 0.33% 79
2023
Q2 		$582K Buy
+16,069
New +$504K 0.44% 62

Other funds holding LUV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Fortune Financial Advisors's LUV Position: Q1 2024 in Review

Fortune Financial Advisors sold out of Southwest Airlines (LUV) in Q1 2024, closing a stake of 15,132 shares — an estimated $437K sold.

Fortune Financial Advisors first reported a position in LUV in Q2 2023 and held it in 3 quarters. The position peaked at $582K in Q2 2023. 788 funds tracked by Wall St. Rank hold LUV as of Q1 2024.

  • Fortune Financial Advisors reported no remaining Southwest Airlines position as of Q1 2024 after selling out during the quarter.
  • Fortune Financial Advisors sold 15,132 Southwest Airlines shares in Q1 2024, an estimated $437K.
  • Fortune Financial Advisors first reported a position in Southwest Airlines in Q2 2023 and held it in 3 quarters.
  • Fortune Financial Advisors's Southwest Airlines position peaked at $582K in Q2 2023.
  • 788 funds tracked by Wall St. Rank held Southwest Airlines as of Q1 2024.

Based on Fortune Financial Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.